Putney Financial Group’s Iron Mountain IRM Stock Holding History

Putney Financial Group’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$456K	Sell	3,609 -50	-1%	-$6.13K	0.41%	41
2026 Q1	$374K	Sell	3,659 -420	-10%	-$41.8K	0.38%	47
2025 Q4	$338K	Sell	4,079 -280	-6%	-$26.2K	0.32%	57
2025 Q3	$444K	Sell	4,359 -286	-6%	-$27.6K	0.44%	38
2025 Q2	$476K	Sell	4,645 -86	-2%	-$8.11K	0.48%	32
2025 Q1	$407K	Sell	4,731 -193	-4%	-$18.6K	0.43%	39
2024 Q4	$518K	Buy	+4,924	New	+$579K	0.46%	29

Other funds holding IRM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Putney Financial Group's IRM Position: Q2 2026 in Review

Putney Financial Group reduced its Iron Mountain (IRM) stake by 1.4% in Q2 2026, selling an estimated $6.13K and leaving 3,609 shares worth $456K. The position accounts for 0.41% of the portfolio, ranked #41.

Putney Financial Group first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $518K in Q4 2024. 266 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Putney Financial Group held 3,609 shares of Iron Mountain worth $456K as of Q2 2026.
Putney Financial Group sold 50 Iron Mountain shares in Q2 2026, an estimated $6.13K.
Iron Mountain made up 0.41% of Putney Financial Group's portfolio in Q2 2026, its #41 holding.
Putney Financial Group first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
Putney Financial Group's Iron Mountain position peaked at $518K in Q4 2024.
266 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.